Konfi
Good synopsis.
Reading the Australian article today, it would appear tassal trade on 12x and huon raising at 14x earnings. If you took 18/19 projection of 3,000t producing $9m EBIT at 12x gives you market cap of $108m. This is 16% higher than current $93m market cap based on earnings in say three years if not more.
So perhaps the SP is topish for time being. Unless they can ramp capacity sooner or farm gate prices.
Still a long term believer, sold out at 6c unfortunately. Waiting for a dip to get back in.
Cheers
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
13.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $28.28M | |||
| Open | High | Low | Value | Volume |
| 13.5¢ | 13.8¢ | 13.5¢ | $24.89K | 182.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 996506 | 13.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 317638 | 14 |
View Market Depth
| Last trade - 16.10pm 16/07/2025 (20 minute delay) ? |
| CSS (ASX) Chart |